Stephens Consulting’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Stephens Consulting’s Portfolio XHE Stock Details XHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-206	Closed	-$20.3K	–	519
2023 Q2	$20.3K	Hold	206	–	–	0.01%	237
2023 Q1	$19.3K	Hold	206	–	–	0.01%	248
2022 Q4	$18.5K	Sell	206 -150	-42%	-$13.2K	0.01%	237
2022 Q3	$30.4K	Hold	356	–	–	0.03%	214
2022 Q2	$30.2K	Hold	356	–	–	0.02%	213
2022 Q1	$39.9K	Hold	356	–	–	0.03%	208
2021 Q4	$41.8K	Buy	+356	New	+$43.1K	0.03%	218

Other funds holding XHE

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Consulting's XHE Position: Q3 2023 in Review

Stephens Consulting sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2023, closing a stake of 206 shares — an estimated $20.3K sold.

Stephens Consulting first reported a position in XHE in Q4 2021 and held it in 7 quarters. The position peaked at $41.8K in Q4 2021. 107 funds tracked by Wall St. Rank hold XHE as of Q3 2023.

Stephens Consulting reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2023 after selling out during the quarter.
Stephens Consulting sold 206 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2023, an estimated $20.3K.
Stephens Consulting first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2021 and held it in 7 quarters.
Stephens Consulting's State Street SPDR S&P Health Care Equipment ETF position peaked at $41.8K in Q4 2021.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2023.

Based on Stephens Consulting's 13F filing for Q3 2023, filed 25 Oct 2023.